| 5/21/2025 | Main Line Retirement Advisors LLC | 4,624 | $281K | 0.2% | -23.2% | 0.166% | |
| 5/15/2025 | Royal Bank of Canada | 45,636 | $2.78M | 0.0% | -35.7% | 1.642% | |
| 5/14/2025 | Quadcap Wealth Management LLC | 35,679 | $2.17M | 0.3% | N/A | 1.283% | |
| 5/14/2025 | Purus Wealth Management LLC | 63,339 | $3.86M | 1.6% | -1.4% | 2.278% | |
| 5/13/2025 | Raymond James Financial Inc. | 183,110 | $11.14M | 0.0% | +1.0% | 6.587% | |
| 5/9/2025 | Atria Wealth Solutions Inc. | 4,626 | $283K | 0.0% | N/A | 0.166% | |
| 5/8/2025 | Harbour Investments Inc. | 1,850 | $113K | 0.0% | N/A | 0.067% | |
| 5/7/2025 | LPL Financial LLC | 199,115 | $12.12M | 0.0% | +36.7% | 7.162% | |
| 5/6/2025 | Avantax Advisory Services Inc. | 18,860 | $1.15M | 0.0% | -12.1% | 0.678% | |
| 5/6/2025 | BlueChip Wealth Advisors LLC | 4,372 | $266K | 0.1% | N/A | 0.157% | |
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| 5/5/2025 | IFP Advisors Inc | 9,412 | $573K | 0.0% | -11.9% | 0.339% | |
| 5/5/2025 | Willner & Heller LLC | 13,561 | $825K | 0.8% | +19.6% | 0.488% | |
| 5/5/2025 | Private Advisor Group LLC | 73,096 | $4.45M | 0.0% | +7.5% | 2.629% | |
| 5/2/2025 | Independent Wealth Network Inc. | 10,384 | $632K | 0.3% | +5.6% | 0.364% | |
| 5/2/2025 | Napatree Capital LLC | 4,035 | $246K | 0.1% | N/A | 0.142% | |
| 5/2/2025 | Sigma Planning Corp | 7,000 | $426K | 0.0% | N/A | 0.246% | |
| 5/1/2025 | CWM LLC | 189,342 | $11.52M | 0.0% | +158.0% | 6.644% | |
| 5/1/2025 | Fidelity D & D Bancorp Inc. | 19,710 | $1.20M | 0.8% | +10.2% | 0.692% | |
| 4/30/2025 | Axxcess Wealth Management LLC | 5,089 | $310K | 0.0% | -86.7% | 0.179% | |
| 4/30/2025 | Principal Securities Inc. | 6,729 | $441K | 0.0% | +70.7% | 0.236% | |
| 4/29/2025 | Envestnet Asset Management Inc. | 20,790 | $1.27M | 0.0% | -1.8% | 0.729% | |
| 4/29/2025 | Silver Oak Securities Incorporated | 5,360 | $319K | 0.0% | -4.1% | 0.188% | |
| 4/28/2025 | Guerra Pan Advisors LLC | 20,012 | $1.22M | 1.0% | -0.9% | 0.702% | |
| 4/25/2025 | Unified Investment Management | 6,203 | $377K | 0.4% | -3.0% | 0.218% | |
| 4/25/2025 | Valley National Advisers Inc. | 585 | $35K | 0.0% | -70.3% | 0.021% | |
| 4/25/2025 | Sovran Advisors LLC | 42,187 | $2.40M | 0.3% | +36.2% | 1.480% | |
| 4/25/2025 | Colonial River Investments LLC | 5,237 | $319K | 0.2% | -86.4% | 0.184% | |
| 4/23/2025 | Golden State Wealth Management LLC | 7,552 | $460K | 0.0% | +100.0% | 0.265% | |
| 4/23/2025 | Win Advisors Inc. | 10,683 | $650K | 0.3% | +7.6% | 0.375% | |
| 4/22/2025 | Cambridge Investment Research Advisors Inc. | 121,990 | $7.42M | 0.0% | +23.5% | 4.280% | |
| 4/16/2025 | IAG Wealth Partners LLC | 9,205 | $560K | 0.1% | -12.9% | 0.329% | |
| 4/16/2025 | Wealth Enhancement Advisory Services LLC | 30,577 | $1.86M | 0.0% | -4.4% | 1.092% | |
| 4/15/2025 | Focus Financial Network Inc. | 5,727 | $349K | 0.0% | -49.8% | 0.205% | |
| 4/15/2025 | Orgel Wealth Management LLC | 79,217 | $4.82M | 0.1% | -93.8% | 2.829% | |
| 4/14/2025 | Farther Finance Advisors LLC | 1,987 | $121K | 0.0% | N/A | 0.071% | |
| 4/10/2025 | KWB Wealth | 6,244 | $409K | 0.0% | -5.9% | 0.223% | |
| 4/10/2025 | Triangle Securities Wealth Management | 70,446 | $4.29M | 1.1% | +261.1% | 2.516% | |
| 4/10/2025 | Whipplewood Advisors LLC | 186,060 | $11.32M | 3.5% | +49,516.0% | 6.645% | |
| 3/17/2025 | Wealth Enhancement Advisory Services LLC | 31,981 | $2.10M | 0.0% | +0.9% | 0.794% | |
| 2/27/2025 | Fidelity D & D Bancorp Inc. | 17,889 | $1.17M | 0.8% | N/A | 0.444% | |
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| 2/24/2025 | Great Valley Advisor Group Inc. | 133,843 | $8.77M | 0.2% | -0.2% | 3.321% | |
| 2/21/2025 | Fidelity D & D Bancorp Inc. | 17,889 | $1.17M | 0.9% | N/A | 0.444% | |
| 2/17/2025 | Janus Henderson Group PLC | 90,294 | $5.92M | 0.0% | -2.3% | 2.241% | |
| 2/17/2025 | Cetera Investment Advisers | 8,236 | $540K | 0.0% | -9.7% | 0.204% | |
| 2/17/2025 | Bank of America Corp DE | 23,477 | $1.54M | 0.0% | +74.1% | 0.583% | |
| 2/17/2025 | Ameriprise Financial Inc. | 19,608 | $1.29M | 0.0% | +1.2% | 0.487% | |
| 2/13/2025 | NewEdge Advisors LLC | 3,382 | $222K | 0.0% | N/A | 0.084% | |
| 2/13/2025 | Envestnet Asset Management Inc. | 21,173 | $1.39M | 0.0% | +0.9% | 0.525% | |
| 2/13/2025 | Smith Moore & CO. | 4,255 | $279K | 0.0% | N/A | 0.106% | |
| 2/11/2025 | LPL Financial LLC | 145,612 | $9.55M | 0.0% | +28.4% | 3.613% | |
| 2/10/2025 | Axxcess Wealth Management LLC | 38,378 | $2.52M | 0.1% | +5.4% | 0.952% | |
| 2/10/2025 | Creative Financial Designs Inc. ADV | 625 | $41K | 0.0% | +412.3% | 0.016% | |
| 2/10/2025 | Commonwealth Equity Services LLC | 127,012 | $8.33M | 0.0% | +17.5% | 3.152% | |
| 2/10/2025 | IAG Wealth Partners LLC | 10,573 | $693K | 0.1% | -3.2% | 0.262% | |
| 2/10/2025 | Avantax Advisory Services Inc. | 21,457 | $1.41M | 0.0% | +18.3% | 0.532% | |
| 2/6/2025 | Raymond James Financial Inc. | 181,319 | $11.89M | 0.0% | N/A | 4.499% | |
| 2/6/2025 | Unified Investment Management | 6,397 | $419K | 0.5% | N/A | 0.159% | |
| 2/5/2025 | Whipplewood Advisors LLC | 375 | $25K | 0.0% | N/A | 0.009% | |
| 2/4/2025 | IFP Advisors Inc | 10,678 | $700K | 0.0% | -18.9% | 0.265% | |
| 2/4/2025 | Colonial River Investments LLC | 38,648 | $2.53M | 1.2% | +5.5% | 0.959% | |
| 2/3/2025 | Private Advisor Group LLC | 67,968 | $4.46M | 0.0% | +5.7% | 1.687% | |
| 1/30/2025 | Principal Securities Inc. | 3,941 | $258K | 0.0% | +18.3% | 0.098% | |
| 1/29/2025 | Sovran Advisors LLC | 30,981 | $2.05M | 0.3% | N/A | 0.775% | |
| 1/29/2025 | Focus Financial Network Inc. | 11,403 | $747K | 0.0% | N/A | 0.285% | |
| 1/28/2025 | Golden State Wealth Management LLC | 3,776 | $248K | 0.0% | N/A | 0.094% | |
| 1/27/2025 | Silver Oak Securities Incorporated | 5,591 | $367K | 0.0% | -23.1% | 0.140% | |
| 1/27/2025 | Win Advisors Inc. | 9,926 | $651K | 0.3% | +39.5% | 0.248% | |
| 1/24/2025 | Valley National Advisers Inc. | 1,969 | $129K | 0.0% | +110.6% | 0.049% | |
| 1/23/2025 | Caprock Group LLC | 26,144 | $1.71M | 0.1% | -1.4% | 0.654% | |
| 1/22/2025 | Main Line Retirement Advisors LLC | 6,024 | $395K | 0.3% | N/A | 0.151% | |
| 1/21/2025 | Guerra Pan Advisors LLC | 20,199 | $1.32M | 1.0% | +29.3% | 0.508% | |
| 1/21/2025 | Geneos Wealth Management Inc. | 443 | $29K | 0.0% | N/A | 0.011% | |
| 1/17/2025 | Independent Wealth Network Inc. | 9,829 | $644K | 0.3% | N/A | 0.250% | |
| 1/16/2025 | Purus Wealth Management LLC | 64,218 | $4.21M | 1.7% | +1.0% | 1.634% | |
| 1/16/2025 | Willner & Heller LLC | 11,334 | $743K | 0.7% | +12.0% | 0.288% | |
| 1/15/2025 | HF Advisory Group LLC | 9,470 | $621K | 0.3% | +4.8% | 0.241% | |
| 1/15/2025 | Orgel Wealth Management LLC | 1,277,751 | $83.76M | 2.2% | +2.0% | 32.513% | |
| 1/15/2025 | Triangle Securities Wealth Management | 19,509 | $1.28M | 0.3% | +15.8% | 0.496% | |
| 1/15/2025 | Dominguez Wealth Management Solutions Inc. | 7,835 | $514K | 0.4% | -2.8% | 0.199% | |
| 1/15/2025 | Wealthcare Advisory Partners LLC | 3,812 | $250K | 0.0% | +7.2% | 0.097% | |
| 11/15/2024 | MML Investors Services LLC | 10,166 | $665K | 0.0% | +3.3% | 0.279% | |
| 11/15/2024 | Janus Henderson Group PLC | 92,457 | $6.05M | 0.0% | -1.7% | 2.533% | |
| 11/12/2024 | Great Valley Advisor Group Inc. | 134,083 | $8.77M | 0.2% | +0.9% | 3.674% | |
| 11/4/2024 | Colonial River Investments LLC | 36,623 | $2.40M | 1.2% | +3.9% | 1.003% | |
| 11/4/2024 | Axxcess Wealth Management LLC | 36,400 | $2.38M | 0.1% | +3.5% | 0.997% | |
| 10/30/2024 | HF Advisory Group LLC | 9,033 | $591K | 0.3% | +23.5% | 0.247% | |
| 10/24/2024 | Valley National Advisers Inc. | 935 | $61K | 0.0% | +1,384.1% | 0.026% | |
| 10/24/2024 | Wealth Enhancement Advisory Services LLC | 31,706 | $2.07M | 0.0% | N/A | 0.869% | |
| 10/23/2024 | Silver Oak Securities Incorporated | 7,266 | $473K | 0.0% | +70.9% | 0.199% | |
| 10/22/2024 | Private Advisor Group LLC | 64,292 | $4.21M | 0.0% | +11.3% | 1.761% | |
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| 10/17/2024 | Orgel Wealth Management LLC | 1,253,135 | $81.96M | 2.1% | -17.3% | 34.332% | |
| 10/11/2024 | Redhawk Wealth Advisors Inc. | 28,203 | $1.84M | 0.3% | -5.0% | 0.773% | |
| 10/10/2024 | Willner & Heller LLC | 10,118 | $662K | 0.6% | +10.8% | 0.277% | |
| 10/8/2024 | CWM LLC | 62,377 | $4.08M | 0.0% | +19.4% | 1.709% | |
| 10/7/2024 | KWB Wealth | 6,692 | $438K | 0.1% | +2.5% | 0.183% | |
| 9/5/2024 | Sanctuary Advisors LLC | 4,200 | $243K | 0.0% | N/A | 0.112% | |
| 8/12/2024 | Mercer Global Advisors Inc. ADV | 8,340 | $493K | 0.0% | -14.6% | 0.222% | |
| 8/12/2024 | Purus Wealth Management LLC | 64,228 | $3.79M | 1.7% | -0.8% | 1.713% | |
| 8/10/2024 | Axxcess Wealth Management LLC | 35,171 | $2.08M | 0.1% | N/A | 0.938% | |
| 8/6/2024 | Caprock Group LLC | 26,507 | $1.57M | 0.1% | N/A | 0.707% | |
